See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,409 | $27,641+10.0% | $61,373-50.5% | $68,494-55.6% |
| Participation rate | 36.0% | 39.5%-3.5pp | 52.6%-16.6pp | 67.9%-31.9pp |
| Annual return | -16.93% | -13.24%-3.7pp | 338.61%-355.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $659 | $695-5.3% | $1,159-43.2% | $2,596-74.6% |
| Participant deferral / active EE | $960 | $1,263-24.0% | $2,125-54.8% | $4,027-76.2% |
| Admin fee / account holder | $2,318 | $2,010+15.3% | $2,130+8.8% | $5,403-57.1% |